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Disclosery

OUNZ VANECK MERK GOLD ETF

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SHS (fund), issuer CIK 1546652

184 managers (184 13F filers) reported a position in OUNZ shares at 2025-03-31, 24,389,043 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
184
13F filers
184
New
38
Added
61
Reduced
37
Sold out
13
Shares held by filers
24,389,043

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Morton Capital Management LLC/CA4,163,696$125M24.24%-103,47813F-HRTimeline
LPL Financial LLC2,655,747$80M0.03%+886,74113F-HRTimeline
Cetera Investment Advisers1,656,064$49.9M0.1%+47,57613F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,557,445$46.9M2.83%+14,88613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP883,682$26.6M0.03%+12,98813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC821,991$24.8M0.01%-8,28213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…713,610$21.5M0.04%-42,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC680,527$20.5M0.01%+64,10513F-HRTimelineGroup
Modern Wealth Management, LLC629,455$19M0.61%+1,15413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC571,970$17.2M0.01%+2,32113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC512,900$15.5M0.02%+321,00013F-HRTimeline
Euro Pacific Asset Management, LLC451,274$13.7M2.48%+4,40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.423,098$12.8M0.03%+172,39013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC388,274$11.7M0.04%+4,73213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED386,559$11.5M1.08%+9,95213F-HR/ATimeline
Kiker Wealth Management, LLC378,930$11.4M7.79%+6,56313F-HRTimeline
HighTower Advisors, LLC363,803$11M0.01%+13,07213F-HRTimeline
Pekin Hardy Strauss, Inc.343,860$10.4M1.26%-8,36513F-HRTimeline
Accordant Advisory Group Inc275,798$8.31M8.13%+50,08113F-HR/ATimeline
Lifeworks Advisors, LLC259,477$7.82M1.3%-47913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP241,428$7.28M0.54%-99213F-HRTimeline
Solstein Capital, LLC234,653$7.07M4.12%+2,04513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…246,239$6.3M0.25%-32,66413F-HRTimelineGroup
Smart Money Group LLC207,324$6.25M2.12%+54,30813F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,774$6.14M<0.01%+65,13813F-HRTimelineGroup
Samalin Investment Counsel, LLC195,160$5.88M2.39%-1,23713F-HRTimeline
Dogwood Wealth Management LLC193,164$5.82M3.06%-6,34513F-HRTimeline
Cambridge Investment Research Advisors,…185,255$5.58M0.02%+5,68413F-HRTimeline
PDS Planning, Inc167,778$5.06M0.43%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP160,123$4.83M0.08%013F-HRTimelineGroup
Sanctuary Advisors, LLC153,234$4.62M0.03%-6,28013F-HRTimeline
Capital Wealth Alliance, LLC148,272$4.47M2.67%-98213F-HRTimeline
Advisory Services Network, LLC142,635$4.3M0.08%+15,43813F-HRTimeline
Guild Investment Management, Inc.141,550$4.27M4.48%+2013F-HRTimeline
PETRA FINANCIAL ADVISORS INC137,952$4.16M3.41%+5,28813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC131,793$3.97M0.01%-43,51513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …127,598$3.85M0.06%+7,74013F-HRTimelineGroup
Faithward Advisors, LLC107,417$3.24M0.56%+12,39313F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…104,462$3.15M<0.01%+98,72813F-HRTimelineGroup
SFG Wealth Management, LLC.96,764$2.92M1.42%+14,63413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…89,530$2.7M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.89,196$2.69M0.04%-3,59613F-HRTimelineGroup
Gladstone Institutional Advisory LLC88,842$2.68M0.12%-20,77413F-HRTimeline
Castleview Partners, LLC85,034$2.56M1.73%+4,94613F-HRTimeline
Plan Group Financial, LLC83,500$2.52M0.9%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT76,141$2.29M0.29%+28,10013F-HRTimeline
IHT Wealth Management, LLC71,416$2.15M0.07%-24,85213F-HRTimeline
Farther Finance Advisors, LLC68,859$2.07M0.05%+2,28113F-HRTimeline
UMB Bank, n.a.64,539$1.95M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EP Wealth Advisors, LLC62,591$1.89M0.02%+29113F-HRTimeline
Creative Planningin group Creative Planning61,033$1.84M<0.01%-1,84413F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP59,795$1.8M0.17%+10,13013F-HRTimeline
Terra Nova Asset Management LLC55,695$1.68M1.32%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,153$1.66M<0.01%+17,08613F-HRTimelineGroup
Meixler Investment Management, Ltd.54,757$1.65M1.14%new13F-HRTimeline
Sigma Planning Corp54,136$1.63M0.05%+10,63213F-HRTimeline
Warwick Investment Management, Inc.50,861$1.53M0.32%-3,57513F-HRTimeline
Tower Wealth Partners, Inc.50,845$1.53M0.82%+5713F-HRTimeline
Security National Bank50,309$1.52M0.29%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,616$1.5M0.04%+37,95713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,385$1.46M<0.01%+3,46813F-HRTimelineGroup
WESPAC Advisors, LLC46,073$1.39M1.13%-50013F-HRTimeline
Clear Harbor Asset Management, LLC42,750$1.29M0.1%013F-HRTimeline
OneDigital Investment Advisors LLC41,893$1.26M0.01%-43613F-HRTimeline
Walkner Condon Financial Advisors LLC41,615$1.25M0.25%+713F-HRTimeline
COMERICA BANK40,639$1.22M0.01%+1,10013F-HRTimeline
Crawford Fund Management, LLC39,900$1.2M0.79%013F-HRTimeline
HBW ADVISORY SERVICES LLC39,740$1.2M0.17%+20,70813F-HRTimeline
Sloy Dahl & Holst, LLC37,860$1.14M0.2%+7,62513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY37,587$1.13M<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.37,066$1.12M0.02%+17,43213F-HRTimeline
Baker Ellis Asset Management LLC37,000$1.12M0.16%013F-HRTimeline
CWC Advisors, LLC.36,294$1.09M0.62%new13F-HRTimeline
Mayflower Financial Advisors, LLC33,890$1.02M0.16%+33513F-HRTimeline
MATHER GROUP, LLC.33,869$1.02M0.01%-913F-HRTimeline
Foundations Investment Advisors, LLC33,798$1.02M0.02%+1,69513F-HRTimeline
Integrated Advisors Network LLC29,452$888K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC28,136$848K0.01%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC26,838$809K0.21%+1,88313F-HR/ATimeline
Robertson Stephens Wealth Management, L…24,125$727K0.03%new13F-HRTimeline
HB Wealth Management, LLC22,846$689K0.01%new13F-HRTimeline
WHITE PINE CAPITAL LLC22,411$675K0.23%-1,33513F-HRTimeline
RDA Financial Network21,983$663K0.2%-2,03313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,672$653K<0.01%new13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.20,950$631K0.01%new13F-HRTimeline
SPROTT INC.19,923$600K0.04%013F-HRTimeline
Spectrum Planning & Advisory Services I…19,427$586K0.49%013F-HRTimeline
NewEdge Advisors, LLC19,293$581K<0.01%+3,50813F-HRTimeline
IEQ CAPITAL, LLC18,559$559K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,305$552K<0.01%-37,01013F-HRTimelineGroup
Northstar Financial Companies, Inc.16,171$487K0.53%-66213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,759$475K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO15,535$468K0.01%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.15,250$460K0.13%+5413F-HRTimeline
Janney Montgomery Scott LLC15,225$459K<0.01%013F-HRTimeline
SHUFRO ROSE & CO LLC15,080$455K0.04%-12,75613F-HRTimeline
Proficio Capital Partners LLC14,600$440K0.03%013F-HRTimeline
SMITH, MOORE & CO.14,547$438K0.04%+59213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,176$427K<0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC13,668$412K0.08%-94813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,635$411K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC12,575$409K0.01%+1,71613F-HRTimeline
Wick Capital Partners, LLC13,411$404K0.12%013F-HRTimeline
Merk Investments LLC12,794$386K0.21%-6,96913F-HRTimeline
ORG Partners LLC12,800$385K0.09%-33513F-HRTimeline
Wealth Quarterback LLC12,663$382K0.21%+15013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,543$378K<0.01%013F-HRTimelineGroup
Patton Albertson Miller Group, LLC12,365$373K0.06%013F-HR/ATimeline
Accurate Wealth Management, LLC11,950$372K0.07%new13F-HRTimeline
DAVENPORT & Co LLC11,900$359K<0.01%+50013F-HRTimeline
Financial & Tax Architects, LLC11,379$343K0.09%-2913F-HRTimeline
HUB Investment Partners, LLC11,200$338K0.01%-3,19813F-HRTimeline
Camarda Financial Advisors, LLC11,072$334K0.15%new13F-HRTimeline
Destiny Capital Corp/CO11,060$333K0.23%013F-HRTimeline
DiNuzzo Private Wealth, Inc.10,924$329K0.04%+4,49413F-HRTimeline
Invst, LLC10,924$329K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,754$324K<0.01%013F-HRTimelineGroup
Snider Financial Group10,532$317K0.1%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,355$312K0.02%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,172$307K<0.01%+1,25413F-HRTimeline
LANARK FINANCIAL, INC.10,116$304K0.03%+10,10613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.10,000$301K0.24%new13F-HRTimeline
Spectrum Wealth Counsel, LLC9,938$300K0.04%new13F-HRTimeline
Oliver Luxxe Assets LLC9,651$291K0.05%new13F-HRTimeline
Cadence Bank9,323$281K0.02%-93313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,000$271K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC8,957$270K0.01%new13F-HRTimeline
Veracity Capital LLC8,952$270K0.11%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,739$263K<0.01%+1,24713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC8,487$256K0.01%-1313F-HRTimeline
Perennial Investment Advisors, LLC8,475$255K0.03%+20013F-HRTimeline
Beacon Pointe Advisors, LLC8,459$255K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC8,236$248K0.17%013F-HRTimeline
Cape Investment Advisory, Inc.8,084$244K0.1%-2,21313F-HRTimeline
Pure Financial Advisors, LLC8,078$243K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,074$243K<0.01%+3,33413F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.7,975$240K0.19%013F-HRTimeline
Northwest Financial Advisors7,896$238K0.2%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC7,600$229K0.02%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,520$227K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,500$226K<0.01%013F-HRTimeline
CWA Asset Management Group, LLC7,478$225K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC7,448$224K0.03%+55013F-HR/ATimeline
M Wealth Management, LLC7,373$222K0.21%-5,77713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,239$218K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC7,029$212K0.01%new13F-HRTimeline
Sowell Financial Services LLC6,925$209K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,775$204K<0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.6,755$204K0.09%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,570$198K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,381$192K<0.01%013F-HRTimeline
HM PAYSON & CO4,550$137K<0.01%-90413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,889$117K<0.01%-53613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,575$108K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,139$105K<0.01%013F-HRTimelineGroup
MAI Capital Management3,326$100K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,896$87.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,513$75.7K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.2,000$60.3K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,702$51.3K0.07%new13F-HRTimeline
Stonebridge Financial Group, LLC1,639$49.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,579$47.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,200$36K<0.01%013F-HR/ATimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,100$33.2K0.02%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,069$31.8K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/933$28.1K<0.01%+48813F-HRTimelineGroup
IFP Advisors, Inc929$28K<0.01%+43413F-HRTimeline
Plante Moran Financial Advisors, LLC911$27.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT860$25.9K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC800$24.1K0.02%13F-HRTimeline
PRIVATE TRUST CO NA793$23.9K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC749$22.6K<0.01%013F-HRTimeline
Continuum Advisory, LLC689$20.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…608$18.3K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/480$14.5K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC340$10.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC297$8.95K<0.01%+15413F-HRTimelineGroup
Main Street Group, LTD291$8.77K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$3.01K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC86$2.6K<0.01%+513F-HRTimelineGroup
AMERIFLEX GROUP, INC.65$1.96K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC20$603<0.01%013F-HRTimeline
Abound Wealth Management1$31<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-19513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.